Multiple billion-dollar private equity funds are conducting research on Hangzhou Hikvision Digital Technology, Luxshare Precision Industry, with Feng Liu, Deng Xiaofeng, and Lin Peng never absent.
① The proportion of hundreds of billions of private equity firms in the top ten of the private equity research ranking has decreased, with the top position being held by Zhengyuan Investment, the only private equity firm with over a thousand research visits this year; ② Overall, private equity is more focused on stocks in the star; ③ Several hundred billion private equity firms are still clustered around researching hangzhou hikvision digital technology and luxshare precision industry; ④ This year, Feng Liu has researched hangzhou hikvision digital technology three times, and Deng Xiaofeng has researched luxshare precision industry four times.
Industry giants are stepping in, and the siasun robot&automation industry is expected to see an explosive growth.
1. With companies like Huawei and contemporary amperex technology ramping up their investments and local policies being introduced, the industrialization process of domestic embodied asia vets is accelerating. 2. In a recent research report, Open Source Securities believes that Huawei possesses capabilities similar to those of Tesla and has a core competitive advantage in developing the humanoid robot industry.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
Apple is set to launch AI-based smart home products, likely to drive the industry into a whole new growth cycle.
① According to informed sources, Apple is expected to launch AI-based smart home devices as early as March. ② Huajin Securities pointed out that the hardware and software systems in the smart home industry are becoming more mature, and the entire market is expected to enter a new growth cycle driven by AI technology.
Xpeng Heitech Flying Car will soon make its global debut, ushering low-altitude economy into the fast lane of development.
Xpeng Huitian's 'Land Aircraft Carrier' split-type flying car will make its debut at the 2024 China Airshow. On November 12th, it will conduct its first public flight at the Lianzhou Exhibition Area in Doumen.
Market competition and other factors led to a decline in gross profit. shenzhen transsion holdings co., ltd. experienced a decrease in both revenue and net profit in Q3.
①Looking at the performance of shenzhen transsion holdings co., ltd., the company's performance fluctuates significantly. After maintaining high growth for multiple quarters in 2023, the net income in the second and third quarters of this year showed a year-on-year decline; ② Mainly affected by market competition and comprehensive impact of supply chain costs, the revenue and gross margin of the third quarter of 2024 decreased, leading to a year-on-year decrease in gross profit amount; ③ shenzhen transsion holdings co., ltd. slipped to sixth place in global smart phone shipments in the third quarter.